Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,474 | $46,732-24.1% | $156,551-77.3% | $55,167-35.7% |
| Participation rate | 60.6% | 65.8%-5.2pp | 84.0%-23.5pp | 69.0%-8.4pp |
| Annual return | 7.32% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $796 | $2,105-62.2% | $5,501-85.5% | $1,963-59.5% |
| Participant deferral / active EE | $1,083 | $2,204-50.9% | $4,871-77.8% | $3,054-64.6% |
| Admin fee / account holder | $10 | $418-97.6% | $13,028-99.9% | $504-98.0% |